"As an Investment Advisor and Certified Financial Planner, I implement financial planning tools and techniques to develop a diversified balanced portfolio based on the needs and objectives of my clients. Once the portfolio is developed, I am committed to monitoring and reviewing it regularly."
As a Certified Financial Planner, I implement the tools and techniques used in financial planning to effectively develop a diversified balanced portfolio based on your needs and objectives. Once your portfolio is developed, it is monitored and reviewed regularly.
Today & Yesterday
I began my financial career in Edmonton, Alberta at a major financial institution in 1982. After 7 years of experience, I decided to broaden my financial background. I've been a licensed Investment Advisor since 1990. In 1998 I earned the Canadian Investment Manager (CIM) designation along with the highest designation granted from the Canadian Securities Institute, the Fellowship of Canadian Securities Institute (FCSI). In June 2000 I received my Certified Financial Planner (CFP) designation. Over the past 13 years I have gained invaluable education and experience working within the investment industry.
Experience, knowledge, and continuing education are essential in today's advancing world of finance. I believe providing quality service to all my clients is also imperative, and is therefore an integral part of my business. As a professional Investment Advisor, I am committed to providing personalized service and financial advice. After helping my clients determine their short and long-term investment goals, I then develop effective strategies to help them achieve their objectives. I work closely with my clients, helping them understand their investments through comprehensive reviews and timely communication.
Declarations from My Clients
Over the past six years, Agnes and myself have developed a business relationship built on trust, integrity and service. Her high standard of professionalism allows me the confidence to write this letter without hesitation..."
Manager, Pension & Benefits
Simon Fraser University
"Agnes went over our investment policies and periodically reviews them. She pays attention to both our portfolios and phones us when something needs attention or an investment opportunity has arisen. Her daily and weekly email stock reports help us to keep in touch to the market even when we are away. We are very confident and comfortable with Agnes looking after our portfolios."
D. & G.M. Tudge
"...I have found during our many phone conversations a very pleasant, knowledgeable and high-spirited lady who has helped me immensely to understand and administer my portfolio... I do not hesitate to state, my decision to move to Odlum Brown and obtaining Agnes as my personal Investment Advisor has been rewarding and I look forward to a continuing relationship with her."
I invite you to contact me with any questions you may have in regards to investment planning, estate planning, retirement planning, tax planning, insurance planning, or education planning. Please send me an email at firstname.lastname@example.org or call me at (604) 844-5332.
Contact me today for a complimentary portfolio review!